See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,698 | $209,411-83.4% | $178,490-80.6% | $158,922-78.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.15% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $10,000 | $5,706+75.2% | $5,011+99.6% | $4,761+110.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $219 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |